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Intake Form

Autosave and returning to your draft

Your answers save themselves – how to check it, how to come back later, and what "Reset draft" does.

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Your progress saves itself

There is no save button in the intake. About half a second after you stop typing, your answers are stored as a draft.

The header of the form shows the last save, for example "Saved Oct 8, 2:15 PM", and the "Autosave" card on the left reads "LIVE" with the same time. It shows "Syncing" for a moment while a save is on its way.

Intake form header with an arrow pointing to the Saved timestamp
The "Saved" note in the form header updates every time your answers are stored.

Leaving and coming back

You can close the tab or log out at any point. The next time you sign in, on this or any other device, you land back on the step you were working on, with every saved answer in place.

Starting over with "Reset draft"

"Reset draft", next to the "Saved" note, clears the entire form, not just the current step, and takes you back to step 1. Before anything happens you are asked "Reset this draft?". Press "Yes, wipe everything" only if you really want a clean slate; press "Cancel" to keep your answers.

The Reset this draft? confirmation with Cancel and Yes, wipe everything buttons
The confirmation that appears after "Reset draft". The answers cannot be restored afterwards.

"Reset draft" is only for the intake before you submit it. After you submit, change single answers in Settings, or start the whole intake again with a re-do.

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